Institutional Ownership First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID). We have compiled data on the 281 institutions that hold shares in the stock, with a total of 8.56 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,960
shares
|
$249,547
0.04% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,920
shares
|
$244,454
0.06% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
1,875
shares
|
$238,725
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,860
shares
|
$236,815
0.18% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,809
shares
|
$230,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,796
shares
|
$228,666
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$228,157
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,783
shares
|
$227,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,782
shares
|
$226,884
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,760
shares
|
$224,083
0.02% of portfolio
|
Q4 2024
Reduced 62.15%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,749
shares
|
$222,682
0.05% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,741
shares
|
$221,664
0.0% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,731
shares
|
$220,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,678
shares
|
$213,642
0.02% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,596
shares
|
$203,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,362
shares
|
$173,409
0.0% of portfolio
|
Q3 2024
Added 66.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,203
shares
|
$153,165
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$144,253
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,133
shares
|
$144,253
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,104
shares
|
$140,561
0.0% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,049
shares
|
$133,558
0.0% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,048
shares
|
$133,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
975
shares
|
$124,137
0.02% of portfolio
|
Q4 2024
Added 541.45%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
880
shares
|
$112,041
0.04% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
815
shares
|
$103,765
0.0% of portfolio
|
Q3 2024
Reduced 70.84%
|